See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,524 | $100,852-86.6% | $90,404-85.0% | $158,922-91.5% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 18.84% | 1724.20%-1705.4pp | 1293.02%-1274.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,165 | $3,689-68.4% | $3,262-64.3% | $4,761-75.5% |
| Participant deferral / active EE | $2,621 | $4,348-39.7% | $3,963-33.9% | $5,982-56.2% |
| Admin fee / account holder | $917 | $6,501-85.9% | $5,611-83.7% | $11,246-91.8% |